Upload and Manage Uploaded Documents

This article will help you upload scanned documents, images, and documents received as email attachments to a patient case, allowing you to keep all related documents in a single location. This is also a great paperless office solution for your patient’s files.

Before you begin, be sure you have scanned, stored, or downloaded the documents you want to attach (PDF, DOC, XLS, etc).
Note: Attached documents can be accessed by all users who have access to the patient and patient case tabs.

To perform the following procedures, select a patient from the list on the left, then open a case for which you want to attach a document.

Upload Document

1. To start, open one of the following tabs:
   • Documents tab – for medical documents or medical assessment reports, such as In-home Assessment reports, Initial Assessment Reports, Progress Reports, and others
   • Correspondence tab – for faxes and letters received from insurance companies or lawyers
   • Soap Notes tab – for documents that relate to Soap notes, such as initial assessment exam forms, progress notes, and others
2. On the toolbar, click the arrow for [Attach], then click Upload File.
3. Browse to and select the file to upload, then click Save.
   Note: You cannot modify uploaded documents within Universal Office.

Rename Uploaded Document

1. Open the tab that contains the document (Documents, Correspondence, or Soap Notes).
2. Select the document.
3. On the toolbar, click the arrow for [Attach], then click Rename File.
   The Rename File window opens.
   
4. Change the name and then click Save & Close.

Delete Uploaded Document

Note: You cannot delete documents in the Sent or Reply status.

1. Open the tab that contains the uploaded document (Documents, Correspondence, or Soap Notes).
2. Select the uploaded document.
3. Click [Delete] on the toolbar.
   Note: You may be prompted to enter a password before you can delete the document.
4. Click Yes when prompted.

Change Document Status

1. Open the Documents tab.
   Note: Only documents can have their status changed.
2. Select the document.
3. On the toolbar, click the arrow for [Set Status], then click Set to Sent or Set to Reply.
4. Choose a date and enter a short explanatory memo, then click Save & Close.

Note: The status of the document changes and the Sent or Replied date is shown in the Sent or Replied column of the Documents tab.